Working with Deals | Online Help - Zoho CRM

Working with Deals

In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends with prospects being won or lost. The activities within this sales cycle that has to be completed are; sending product information to deals, product demonstrations, sending sales quotations and business negotiations. Precisely, a deal provides the following information for the sales management:

  • Sales cycle
  • The deal sales volume (Product units and price)
  • The sales status and the estimated sales probability in each sales stage
  • Reasons for the sales status (Won/Lost)
  • Competitors of the deal
  • Forecast for the next quarter/year sales
Note
  1. We had named our Potentials module as Deals earlier. Users who signed up for Zoho CRM before June 2016 would have it as Potentials. Now, we have it as Deals. So if it is Potentials module you can rename it as Deals or continue to call it Potentials in your Zoho CRM account.
Availability
Permission Required
Access to the Deals tab that includes View, Create, Edit, Share and Delete permissions.

Deals Home Page

Click the Deals tab to view the Deals Home page and perform the following operations:

  • The records are displayed in List Views. Define your own Custom Views as per your requirements. Some system defined list views are already available, such as My Deals, New This Week, Closing This Month, Unread Deals, etc.
  • Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
  • Use the More icon to perform some common operations to manage deals. For example: mass transfer, mass delete, export deals etc.
  • Search records by alphabetby information, or by criteria.
  • Filter deals based on sales priorities using the advanced filters.
  • Print the deals along with the necessary details.

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                                                                                      • Related Articles

                                                                                      • Creating Deals

                                                                                        In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...
                                                                                      • FAQs on Sales Pipeline

                                                                                        1. What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you ...
                                                                                      • Multiple Sales Pipeline

                                                                                        What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you have a ...
                                                                                      • While deleting a pipeline some deals were not transferred to the other pipeline?

                                                                                        If a pipeline has deals, then you will be prompted to transfer them to another pipeline before deleting it. However, note that only the open deals will be transferred to other pipeline. For example, deals that are in closed stages like closed won, ...
                                                                                      • How do I create multiple sales pipelines?

                                                                                        Pipelines can only be created for the Deals module. To create a pipeline, follow the steps below: To create a sales pipeline Go to Setup > Customization > Pipelines. Click New Pipeline. Enter a name and select the Layout to associate the pipeline ...
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